Max Henry Diefenthaler

Employer firm

Simonet Financial Group, LLC CRD 283561

$22.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 11/2023
  Giron Consulting Llc
  Conroe, TX
• 10/2019 → 09/2022
  Goodwin Management
  Austin, TX
• 04/2024 → Present
  Simonet Financial Group
  Kyle, TX
• 12/2017 → 10/2019
  Transwestern Commercial Real Estate
  Austin, TX
• 03/2016 → 12/2017
  Lusa Holdings Llc
  Austin, TX
• 12/2023 → 03/2024
  Unemployed
  Austin, TX
• 10/2022 → 02/2023
  Unemployed
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-18